Fox Financial, Inc Portfolio Holdings
Fox Financial, Inc
- $108 Billion
- Q2 2024
Fox Financial, Inc has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 14 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $21.1B, Invesco Qqq Trust, Series 1 with a value of $19.7B, Wisdomtree Tr U.S Largecap Div with a value of $18.5B, Technology Sector Spdr with a value of $17.5B, and Ishares Russell Mid Cap ETF with a value of $10.8B.
Examining the 13F form we can see an decrease of $1.95B in the current position value, from $110B to 108B.
Fox Financial, Inc is based out at Wyomissing, PA
Below you can find more details about Fox Financial, Inc portfolio as well as his latest detailed transactions.